Federal Tax Updates
Federal Tax Updates
Roger Harris, EA and Annie Schwab, CPA
What's New at the IRS Tax Forums
52 minutes Posted Jun 29, 2026 at 2:00 pm.
Roger Harris is solo while Annie Schwab is on sabbatical, joined by John Lipold of the IRS Office of National Public Liaison for a look at this summer's IRS Nationwide Tax Forums, including the brand-new Day Zero sessions, the return of case resolution, early-bird pricing, and the cities likely to sell out first. The episode also covers an OPR alert urging every firm to build a succession plan, the IRS appeal in the Kwong case and the July 10 refund deadline it does not extend, renewed seasonal hiring, the new Tax Professional Management Office, and the bipartisan Taxpayer Assistance and Service Act moving through the Senate.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodehttps://www.irstaxforum.com/Chapters
Welcome and Guest Intro
What National Public Liaison Does
Tax Forum Season Overview
Cities Dates and Logistics
What Makes Forums Different
Pricing and Registration Deadlines
Case Resolution and Digital Help
Day Zero Practice Management
Exhibit Hall and Networking Perks
Sellouts and Final Forum Tips
Transition to Other Updates
Kwong Case Appeal and Deadlines
Succession Planning OPR Alert
IRS Hiring and Practitioner Office Changes
Taxpayer Assistance and Service Act
Wrap Up and Next Episode
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52:15
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Show notes
Roger Harris is solo while Annie Schwab is on sabbatical, joined by John Lipold of the IRS Office of National Public Liaison for a look at this summer's IRS Nationwide Tax Forums, including the brand-new Day Zero sessions, the return of case resolution, early-bird pricing, and the cities likely to sell out first. The episode also covers an OPR alert urging every firm to build a succession plan, the IRS appeal in the Kwong case and the July 10 refund deadline it does not extend, renewed seasonal hiring, the new Tax Professional Management Office, and the bipartisan Taxpayer Assistance and Service Act moving through the Senate.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodehttps://www.irstaxforum.com/Chapters(00:00) - Welcome and Guest Intro
(
01:03) - What National Public Liaison Does
(
03:50) - Tax Forum Season Overview
(
05:01) - Cities Dates and Logistics
(
05:57) - What Makes Forums Different
(
10:02) - Pricing and Registration Deadlines
(
11:27) - Case Resolution and Digital Help
(
13:48) - Day Zero Practice Management
(
18:08) - Exhibit Hall and Networking Perks
(
19:52) - Sellouts and Final Forum Tips
(
23:13) - Transition to Other Updates
(
24:12) - Kwong Case Appeal and Deadlines
(
29:54) - Succession Planning OPR Alert
(
39:56) - IRS Hiring and Practitioner Office Changes
(
44:17) - Taxpayer Assistance and Service Act
(
51:01) - Wrap Up and Next Episode
Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.